Brett Dimas
Brett Dimas is a CFP-designated registered investment advisor at Activ8 Family Office LLC, based in Barrington, IL, with 18 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Activ8 Family Office uses third-party managers for investment management. The maximum annual fee charged by Activ8 will not exceed 1.50%, subject to an annual minimum fee starting at $2,500. This fee does not include separate fees for the Dynasty platform, the OCIO program, and fees paid to the third-party managers.
Location
Barrington, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brett is a sole proprietor providing general accounting services from his home address since 2012. This non-investment related business takes a few hours per week.
Employment History
Current Registrations
Activ8 Family Office LLC
Previous Registrations
Raymond James & Associates, INC.
Ofs
Csmg International, LTD.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.